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Financial Planning Analyst

2 months ago

Minneapolis, Minnesota, United States Roers Companies Full time

Roers Companies is recognized as a leading workplace and a prominent player in the multifamily real estate sector, focusing on investment, development, construction, and property management. Our mission is to enhance multifamily living by creating and managing both market-rate and affordable housing in thriving communities. Since our inception, we have successfully developed a significant portfolio of real estate, encompassing thousands of homes across various regions. Our team is driven by meaningful work, an entrepreneurial mindset, and abundant opportunities for professional growth.

Position Overview:

The Financial Planning Analyst will play a crucial role in supporting our expansion by delivering precise and timely financial reports for our operational divisions. This position collaborates closely with our corporate Financial Planning & Analysis leadership to uncover trends and metrics that facilitate strategic decision-making, ultimately contributing to our long-term financial objectives.

Key Responsibilities:

• Manage and enhance reporting for Roers General Contracting and Roers Residential by preparing and reviewing monthly financial packages and executive summaries.

• Develop a comprehensive regional reporting framework to better assist our operational divisions.

• Collaborate with senior management to budget and forecast performance, focusing on risk assessment and profitability.

• Contribute to the long-term strategic planning process.

• Identify and track essential performance indicators for the organization.

• Utilize Power BI and other data visualization tools to present insights effectively.

• Provide support for additional business analysis as required.

• Assist the Senior Vice President of Finance with strategic ad hoc projects.

Qualifications:

• Bachelor’s degree in finance, accounting, economics, or a related discipline.

• Two to five years of experience in a financial analyst role or a similar capacity.

• Proficient in Microsoft Excel.

• Experience in the multifamily housing sector is preferred but not mandatory.

• Must be a proactive collaborator and self-motivated individual.

• Excellent verbal and written communication skills are essential, with the ability to engage effectively with a diverse range of stakeholders.

• Strong organizational skills and the capability to meet deadlines.

• Ability to manage multiple projects, adapt to changing priorities, and handle a demanding workload.

• Possess an entrepreneurial spirit and a sense of ownership—driven to overcome challenges, committed to success, and focused on teamwork and client satisfaction.

• High level of integrity—trustworthy, straightforward, and honest.

Benefits & Perks:

Our full-time employees enjoy a range of benefits and perks, including:

  • Comprehensive medical, dental, and vision insurance with HSA options.
  • Paid parental leave.
  • Employer-paid basic life insurance.
  • Employer-paid long-term disability coverage.
  • Voluntary life, AD&D, and short-term disability insurance.
  • 401k matching program.
  • Equity opportunities with matching.
  • Competitive paid time off and holidays.
  • Gym membership reimbursement.
  • Discounted rent for employees residing in our properties.
  • Complimentary weekly office lunches and a fully stocked kitchen.
  • Shortened work hours on Fridays during the summer.
Roers Companies is dedicated to fostering a diverse and inclusive workforce. We are an Equal Opportunity Employer and evaluate applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other protected status.

Candidates will undergo a criminal background check and motor vehicle report as part of the hiring process.